National City Equity Partners, Inc. (Cleveland)

Name: National City Equity Partners, Inc.
Address: 1900 East Ninth Street, Cleveland, OH, 44114
Telephone: 216-222-2491

National City Equity Partners, Inc. is a large advisory firm based in Cleveland. It manages $747.82 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Ohio.

National City Equity Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

National City Equity Partners: assets under management

The assets under management (AUM) of National City Equity Partners, Inc. is $747.82 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $747.82 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $249.27 million each.

National City Equity Partners has custody of $293.74 million in cash and securities for 1 client in total and its related person acts as a qualified custodian.

Careers at National City Equity Partners, Inc.

Peter Mathew Chiste has been acting as President since 1 Jan 2009. Jennifer White Gurgovits joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William H Schecter	Director	1 Apr 1989	Other	2387594
Edward Scott Pentecost	Director, president	1 Jan 2005	Other	2332387
David Austin Sands	Director, coo	1 Jan 2005	Other	2820950
Peter Mathew Chiste	Director	1 Jan 2009	Other	6024898
E William Parsley	Director, svp	1 Jan 2009	Other	5695863
Gagan Deep Singh	Director	1 Oct 2009	Other	2967647
Llc Pnc Holdings	Sole shareholder	1 May 2010	75% - 100%	51-0337069
Deanna Beth Barry	Chief financial officer	1 May 2011	Other	6024905
Kathleen Anne Olesinski	Chief compliance officer	1 Dec 2011	Other	4354811
Mike John Hannon	Director	1 Dec 2011	Other	6028944
Jennifer White Gurgovits	Chief financial officer	1 May 2012	Other	6069943

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. The Pnc Financial Services Group	Sole member	1 Nov 1991	75% - 100%	25-1435979

Based in Cleveland

The principal office where National City Equity Partners, Inc. performs its advisory services is located at 1900 East Ninth Street, Cleveland, OH 44114, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 216-222-2491 or by fax 216-222-9965. The normal business hours are 8:30 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.pncerieview.com.